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How to connect Miro and Clio
Create a New Scenario to Connect Miro and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Clio will be your first step. To do this, click "Choose an app," find Miro or Clio, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Miro node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Miro and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Miro and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Miro, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Miro and Clio integration works as expected. Depending on your setup, data should flow between Miro and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Miro and Clio
Miro + Slack: When a new board is created in Miro, its screenshot is automatically posted to a dedicated Slack channel for easy review during legal case discussions.
Clio + Miro + Google Calendar: When a new matter is created in Clio, automatically schedule a brainstorm session in Google Calendar, and include a link to a newly created Miro board for the case strategy.
Miro and Clio integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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See how Latenode works
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FAQ Miro and Clio
How can I connect my Miro account to Clio using Latenode?
To connect your Miro account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio tasks from new Miro cards?
Yes, you can! Latenode’s visual editor simplifies creating this automation. Triggered by Miro card creation, Latenode can automatically generate corresponding tasks in Clio, enhancing project coordination.
What types of tasks can I perform by integrating Miro with Clio?
Integrating Miro with Clio allows you to perform various tasks, including:
- Create Clio tasks when new sticky notes are added to a Miro board.
- Update Clio client information based on Miro board changes.
- Generate Miro boards from new Clio project creation.
- Send summaries of Miro boards to Clio as project notes.
- Archive Miro boards when the corresponding Clio project is completed.
How do I handle errors in Miro-Clio workflows on Latenode?
Latenode offers advanced error handling, allowing you to define actions like notifications or retries if issues arise during Miro and Clio data transfer.
Are there any limitations to the Miro and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations between Miro and Clio may require JavaScript coding.
- Rate limits imposed by Miro and Clio APIs can affect workflow speed for large datasets.
- Real-time synchronization between Miro and Clio is not supported; data updates occur periodically.
